TIMUCUAN ASSET MANAGEMENT INC/FL
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ANALOG DEVICES INC | 937,259 | 919,575 | -17,684 | 230,284,625 | 249,388,851 | +19,104,226 |
| AMERICAN EXPRESS CO COM | 586,471 | 573,278 | -13,193 | 194,802,254 | 212,084,212 | +17,281,958 |
| INSTALLED BUILDING PRODUCTS IN | 860,580 | 840,844 | -19,736 | 212,270,663 | 218,106,525 | +5,835,862 |
| SOMNIGROUP INTERNATIONAL | 3,114,751 | 3,001,702 | -113,049 | 262,666,941 | 267,991,932 | +5,324,991 |
| CHARLES SCHWAB CORPORATION | 3,131,888 | 3,024,563 | -107,325 | 299,001,395 | 302,184,056 | +3,182,661 |
| SMURFIT WESTROCK PLC | 45,000 | 95,000 | +50,000 | 1,915,650 | 3,673,650 | +1,758,000 |
| WHIRLPOOL CORP | 17,500 | 42,500 | +25,000 | 1,375,500 | 3,065,950 | +1,690,450 |
| INTERNATIONAL PAPER | 0 | 30,400 | +30,400 | 0 | 1,197,456 | +1,197,456 |
| LCI INDUSTRIES | 35,318 | 35,318 | 0 | 3,289,872 | 4,285,486 | +995,614 |
| PATRICK INDUSTRIES INC | 136,000 | 136,000 | 0 | 14,066,480 | 14,746,480 | +680,000 |
| KIMBERLY-CLARK CORP COM | 0 | 5,000 | +5,000 | 0 | 504,450 | +504,450 |
| BERKSHIRE HATHAWAY INC DEL CL | 172 | 172 | 0 | 129,722,400 | 129,825,600 | +103,200 |
| GERMAN AMERICAN BANCORP INC | 15,000 | 15,000 | 0 | 589,050 | 587,700 | -1,350 |
| CLARIVATE PLC | 2,250,000 | 2,250,000 | 0 | 8,617,500 | 7,515,000 | -1,102,500 |
| LAKELAND FINANCIAL CORPORATION | 199,761 | 199,761 | 0 | 12,824,656 | 11,398,363 | -1,426,293 |
| CANADA GOOSE HOLDINGS INC | 1,937,925 | 1,937,925 | 0 | 26,723,986 | 25,096,129 | -1,627,857 |
| IES HOLDINGS INC | 10,000 | 5,000 | -5,000 | 3,976,500 | 1,945,100 | -2,031,400 |
| BURFORD CAPITAL LTD | 1,103,016 | 1,103,016 | 0 | 13,192,071 | 9,838,903 | -3,353,168 |
| MOELIS AND COMPANY | 1,421,715 | 1,405,796 | -15,919 | 101,396,686 | 96,634,413 | -4,762,273 |
| BERKSHIRE HATHAWAY INC DEL CL | 318,022 | 308,025 | -9,997 | 159,882,562 | 154,828,803 | -5,053,759 |
| ARMSTRONG WORLD INDUSTRIES INC | 583,488 | 571,690 | -11,798 | 114,369,571 | 109,249,953 | -5,119,618 |
| BOOKING HLDGS INC | 48,356 | 47,377 | -979 | 261,088,283 | 253,720,787 | -7,367,496 |
| THOR INDS INC COM | 2,658,436 | 2,599,470 | -58,966 | 275,653,207 | 266,887,590 | -8,765,617 |
| NVR INC | 11,361 | 11,271 | -90 | 91,278,824 | 82,196,971 | -9,081,853 |
| ASBURY AUTOMOTIVE GROUP | 725,561 | 713,850 | -11,711 | 177,363,386 | 165,991,541 | -11,371,845 |
| ARISTA NETWORKS INC | 954,469 | 934,502 | -19,967 | 139,075,714 | 122,447,819 | -16,627,895 |
| PROGRESSIVE CORPORATION | 931,923 | 917,493 | -14,430 | 230,138,468 | 208,931,394 | -21,207,074 |
| FLOOR AND DECOR HOLDINGS INC | 2,577,739 | 2,559,288 | -18,451 | 189,979,364 | 155,835,046 | -34,144,318 |